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O'Reilly Strategic Group, Inc. — SBA Loan Record (Watertown, MA) | DealRoom

Intelligence/Offices of Certified Public Accountants/MA

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SBA lending record

O'Reilly Strategic Group, Inc.

158 BELMONT ST, Watertown, MA · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$996K

Total SBA financing

1

Loan on record

FY2025

On record

7

Jobs supported

Is O'Reilly Strategic Group, Inc. your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$996,000 — FY2025

Gross approval: $996,000
SBA guaranteed: $747,000 (75%)
Status: Current
Rate at approval: 9.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 3/12/2025
First disbursement: 5/23/2025
Days to fund: 72 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 7
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Community Bank & Trust-West Georgia
Address: 158 BELMONT ST
City: Watertown
County: Middlesex
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 4

The lender

Community Bank & Trust-West Georgia

1 loan to this business

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in Massachusetts Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Massachusetts

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Vu CPA, P.C.

Medford, MA· ~5 mi

Offices of Certified Public Accountants

$850K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Weiner And Rice LLC

Newton, MA· ~6 mi

Offices of Certified Public Accountants

$1.2M
SBA financing: ≈ $2.4M–$3.9M
Est. revenue (rough)

PHILLIPS JD-CPA PLLC

Wayland, MA· ~11 mi

Offices of Certified Public Accountants

$865K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

WEINER AND RICE, P.C.

Newton, MA· ~6 mi

Offices of Certified Public Accountants

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

Halkiadakis & Co. Pc

Wellesley Hills, MA· ~6 mi

Offices of Certified Public Accountants

$671K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

ShresthaCPA LLC

Stoneham, MA· ~9 mi

Offices of Certified Public Accountants

$511K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for O'Reilly Strategic Group, Inc. in Watertown, MA (Offices of Certified Public Accountants). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $996K
On record FY2025
7 jobs supported
Industry: Offices of Certified Public Accountants
Location: Watertown, MA
Lender: Community Bank & Trust-West Georgia

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in MA for ~$996k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/o-reilly-strategic-group-inc-ma
API:: https://dealroom.so/api/public/businesses/o-reilly-strategic-group-inc-ma
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is O'Reilly Strategic Group, Inc. your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with O'Reilly Strategic Group, Inc..